Institutional Ownership Piedmont Office Realty Trust, Inc. (PDM)
This table provides information about the institutional ownership of Piedmont Office Realty Trust, Inc. (PDM). We have compiled data on the 276 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
269
shares
|
$1,915
0.0% of portfolio
|
Q2 2024
Reduced 66.87%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
266
shares
|
$1,893
0.0% of portfolio
|
Q1 2022
Added 1.14%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
211
shares
|
$1,502
0.0% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
210
shares
|
$1,495
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
155
shares
|
$1,103
0.0% of portfolio
|
Q2 2025
Reduced 87.16%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
133
shares
|
$946
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
116
shares
|
$825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
108
shares
|
$768
0.0% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
108
shares
|
$768
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
107
shares
|
$761
0.0% of portfolio
|
Q1 2025
Added 84.48%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
89
shares
|
$633
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
76
shares
|
$541
0.0% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
74
shares
|
$526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
74
shares
|
$526
0.0% of portfolio
|
Q3 2025
Reduced 20.43%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
65
shares
|
$462
0.0% of portfolio
|
Q1 2025
Reduced 48.41%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
52
shares
|
$370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
40
shares
|
$284
0.0% of portfolio
|
Q2 2025
Reduced 80.68%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
37
shares
|
$263
0.0% of portfolio
|
Q3 2025
Added 311.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
29
shares
|
$206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
9
shares
|
$64
0.0% of portfolio
|
Q2 2025
Reduced 99.19%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$7
0.0% of portfolio
|
Q4 2023
Reduced 99.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|